Albert Rokicki 30.04.2026

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"In the case of Amazon, I believe Anthropic will strongly boost its results when it goes public with a cosmic valuation close to a trillion, analogous more or less to OpenAI, in which Microsoft has invested. "

Comparic Rynki 27.04.2026

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"One guy from a studio apartment mobilized capital in 9 days that many WIG 20 companies work a year for. Poles can do it if they want, and the fundraiser is still going. Auctions will also be added. And probably more will be collected than this year's Great Orchestra of Christmas Charity. "

Comparic Rynki 26.04.2026

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"October 2025 Trump introduces sanctions on Rosneft and Lukoil. Strongest American strike on Russian energy sector since the invasion of Ukraine. The EU adds a 19th package. Turkey, which formally does not introduce sanctions, de facto begins to respect them. "

Comparic Rynki 26.04.2026

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"And above all, there is also a very interesting topic ahead of us, because from April 2026, it will be permissible to secure loans and credits with silver in India. Until now, it was only possible to secure them with gold. However, it is possible that because silver will also be allowed as such a loan collateral, there is a chance that more of this precious metal will be trapped, figuratively speaking, in the banking system in India, which will also affect the global supply of this metal. "

Comparic Rynki 25.04.2026

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"it will probably mean a paradigm shift for brands and marketing related to the functioning of the internet, that AI, AI-first, will primarily have contact with the customer, will be important here and will have increasing significance. So it will cease to be important for specific, even smaller companies, how important it is to be visible in Google, whether I am on the first page or the second, but it will be important simply how to be present in AI answers, i.e., when we talk, we instruct our agent, that this agent decides to choose product X related to a given company, and not Y. "

Comparic Rynki 25.04.2026

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"Nvidia must not only be a leader in hardware, but also set the pace and move with the times. Therefore, Nvidia, being aware that in 2026 the balance is shifting towards inference, towards the use of the entire AI factory infrastructure, also wants to go in the direction that AWS is going, but from a hardware perspective, i.e., offer its clients entire AI factories and simply develop in this area, knowing additionally that other companies, other technological giants like Google or Amazon, are constantly treading on their heels. "

Comparic Rynki 25.04.2026

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"Also this year in 2026 or generally in the coming years, the company that will win is the one that will not only have a better model, but will also combine it with a product, infrastructure. And of course, also with user trust. "

Comparic Rynki 25.04.2026

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"Regarding market trends in the current year or in the coming years, we will most likely be transitioning from chatbots to agents. While AI is certainly not an invention of the last few years, in fact, concepts related to artificial intelligence appeared much earlier, one could even say that concrete concepts regarding artificial intelligence already existed in the mid-20th century. However, ChatGPT, for example, made us simply familiar with something like artificial intelligence, with something like large language models. And precisely due to the emergence of ChatGPT, the development of the entire industry, all sorts of chatbots appeared, and these chatbots, of course, aimed to replace a human who chats with a client, began to answer various questions. questions, of course, in accordance with the knowledge that is contained, which they simply know, to which they refer. However, we are now at a stage where we are moving away from these chatbots and moving towards agents, meaning we don't want to ask a chatbot to simply tell us where we need to do something, where we can find something, but for it to do a specific thing. for example, book a given flight,... "

Comparic Rynki 24.04.2026

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"Meta ended 2025 with 79,000 employees. After May 20, there will be fewer than 72,000. "

Comparic Rynki 22.04.2026

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"As long as this war continues, as long as oil prices are high, the prospect of interest rate cuts in the States will recede. Before the war at the end of February, the market assumed about 60 basis points of cuts by the end of the year. At this moment it is about 15. And this is, in my opinion, the main argument that translated into the strengthening of the dollar since the beginning of March. "

Comparic Rynki 22.04.2026

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"The dollar will gain value regardless. Paradoxically, I assume that the war in the Middle East, this attack by the United States and Israel on Iran, that the only winner of this war, whose purpose is hard to define, will be the American dollar. "

Comparic Rynki 21.04.2026

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"Lockheed Martin, the American flagship, backlog, a record 194 billion dollars. Revenue forecast for 2026 is 77 to 80 billion. "